Communication support for your advisor base. Learn more
Promote successful adoption.
This is one of the most important stages of your partnership with eMoney and the advisor lifecycle.
Empower your field of eMoney users to engage their clients meaningfully by sharing email templates that promote client onboarding, their usage of key areas within the Client Portal, pre-meeting readiness, and more.
Client Portal Introduction and Overview
The purpose of this email template is to provide financial professionals using eMoney with the Client Site enabled, a place to start when engaging with clients who have recently activated their Client Sites. We recommend users kick-off their investor communication series with this template, which highlights the Getting Started Guide…
The purpose of this email template is to provide financial professionals using eMoney with the Client Site enabled guidance with introducing their clients to the homepage of their Personal Financial Website, shortly after they activated their accounts. This template highlights an Overview Guide that can be shared with investors.
The purpose of this email template is to provide financial professionals using eMoney with the Client Site enabled, guidance with introducing their clients to their Organizer for keeping their financial information neatly in one place. This template highlights the Organizer Overview user guide that can be shared with investors.
The purpose of this email template is to provide financial professionals using eMoney with the Client Site enabled, a template to share with their investors introducing Investments, so they know how to check up on their investments’ progress in real time. The template highlights the Investment Classification PDF user guide…
The purpose of this email template is to provide financial professionals using eMoney with the Client Site enabled, an introduction to Reports to share with their investors.
The purpose of this email template is to provide financial professionals using eMoney with the Client Site enabled, a clear way to introduce the Help menu to their clients. The Help menu is a key tool for investors looking for resources any time and from any part of their Personal…
The purpose of this email template is to provide financial professionals using eMoney with the Client Site enabled, a concise way to introduce the Vault and site security to their clients. Additionally, the template highlights a Vault Checklist and Security resource to share with investors.
The purpose of this email template is to provide financial professionals using eMoney with the Client Site enabled, an email template to use when reaching out to clients prior to a scheduled meeting. This communication outlines the importance of interactivity via screen-sharing and highlights a user guide to share with…
The purpose of this email template is to provide financial professionals using eMoney with the Client Site enabled, a guide for reaching out to clients leading up to an annual review meeting. This communication speaks to the importance of making sure all account connections are up to date prior to…
The purpose of this email template is to provide financial professionals using eMoney with the Client Site enabled, a guide for encouraging clients to utilize the Goals feature of their Personal Financial Website. This communication highlights a training guide that can be included in the outreach to investors.
Interactive Storytelling via Spending and Budgeting
The purpose of this email template is to provide financial professionals using eMoney with the Client Site enabled, a guide for explaining the purpose of the Cash Flow Overview to their clients. This communication highlights a training guide that can be included in the outreach as well.
By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.
